bullish
SK Telecom Stub: Equity Carve-Out Creates Stub Trade Opportunity
553 Views21 Nov 2018 08:08
NAV basis, SK Telecom (017670 KS)'s stub is valued at ₩15.4tril assuming a 30% holdings discount. EV/EBIT wise, this is only a 17~18% premium to...
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- Chinese Telcos: Rising Capex Expectations a Risk. Downgrade China Mob and China Tel to Neutral.28 Jan 2019
- Chinese Telcos: 5G Launches in 2019. Buy the 5G Beneficiary (China Tower).11 Jan 2019
- China Mobile and SK Telecom Defensive Plays and Top Trade Set Ups12 Dec 2018
- SK Telecom Stub: Equity Carve-Out Creates Stub Trade Opportunity21 Nov 2018
- Korean Telcos: Revenue Pressure Is Hitting Earnings. Share Price Gains Are Starting to Fade.01 Nov 2018
- Start Building Long Position on SK Telecom for Split/IPO, It's Not Too Early30 Sep 2018
- SK Hynix Share Buyback & Potential Impact on SK Telecom02 Aug 2018
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